# Squarebox ## Squarebox.ai Docs - [Welcome to Squarebox Docs!](https://squarebox-ai.gitbook.io/squarebox/readme.md) - [Prerequisites for Onboarding](https://squarebox-ai.gitbook.io/squarebox/onboarding-procedure/prerequisites-for-onboarding.md) - [How to Sign Up for Squarebox](https://squarebox-ai.gitbook.io/squarebox/onboarding-procedure/how-to-sign-up-for-squarebox.md) - [Connecting Whatsapp](https://squarebox-ai.gitbook.io/squarebox/onboarding-procedure/connecting-whatsapp.md) - [Meta Business Verification](https://squarebox-ai.gitbook.io/squarebox/onboarding-procedure/meta-business-verification.md) - [Messaging Limits & Quality Ratings](https://squarebox-ai.gitbook.io/squarebox/onboarding-procedure/messaging-limits-and-quality-ratings.md) - [Custom Columns](https://squarebox-ai.gitbook.io/squarebox/customers-and-segments/custom-columns.md): The Custom Columns feature in Squarebox lets you create unique fields tailored to your business needs. Capture data specific to your processes, ensuring alignment with your workflows. - [Importing Customers](https://squarebox-ai.gitbook.io/squarebox/customers-and-segments/importing-customers.md): The Import Customers feature in Squarebox makes it easy to add leads in bulk. You can upload a CSV file or use a Google Sheets URL, ensuring seamless and accurate data import into the system. - [Customer Details](https://squarebox-ai.gitbook.io/squarebox/customers-and-segments/customer-details.md): The Customer Details section in Squarebox helps you manage individual customer profiles. Add new customers, view their details, and edit or update information to keep your database accurate. - [Search and Filter](https://squarebox-ai.gitbook.io/squarebox/customers-and-segments/search-and-filter.md): The Search and Filter feature in Squarebox helps you quickly find specific customers and segment your audience based on criteria, ensuring efficient lead management and targeted engagement. - [Column Customization](https://squarebox-ai.gitbook.io/squarebox/customers-and-segments/column-customization.md): The Column Customization feature in Squarebox lets you configure the Customers table to display the most relevant data. You can show, hide, or rearrange columns to suit your business needs. - [Bulk Actions](https://squarebox-ai.gitbook.io/squarebox/customers-and-segments/bulk-actions.md): The Bulk Actions feature in Squarebox lets you update multiple customers at once, saving time and increasing efficiency. It’s ideal for managing large datasets and streamlining workflows. - [Segments](https://squarebox-ai.gitbook.io/squarebox/customers-and-segments/markdown.md) - [Customer Timeline](https://squarebox-ai.gitbook.io/squarebox/customers-and-segments/customer-timeline.md) - [WhatsApp Templates](https://squarebox-ai.gitbook.io/squarebox/templates/images-and-media.md) - [Template Library](https://squarebox-ai.gitbook.io/squarebox/templates/interactive-blocks.md) - [Flows](https://squarebox-ai.gitbook.io/squarebox/templates/flows.md) - [Dynamic URL](https://squarebox-ai.gitbook.io/squarebox/templates/dynamic-url.md) - [Assets](https://squarebox-ai.gitbook.io/squarebox/media-library/assets.md) - [Dynamic Image Generation](https://squarebox-ai.gitbook.io/squarebox/media-library/dynamic-image-generation.md) - [Layouts](https://squarebox-ai.gitbook.io/squarebox/media-library/layouts.md) - [Basic Campaigns](https://squarebox-ai.gitbook.io/squarebox/campaigns/basic-campaigns.md) - [Campaigns with Rules](https://squarebox-ai.gitbook.io/squarebox/campaigns/campaigns-with-rules.md) - [Retargeting Campaigns](https://squarebox-ai.gitbook.io/squarebox/campaigns/retargeting-campaigns.md) - [Campaign Status and Performance](https://squarebox-ai.gitbook.io/squarebox/campaigns/campaign-status-and-performance.md) - [Use Cases for Campaigns](https://squarebox-ai.gitbook.io/squarebox/campaigns/use-cases-for-campaigns.md) - [Key Features](https://squarebox-ai.gitbook.io/squarebox/chat/key-features.md) - [User Roles & Permissions](https://squarebox-ai.gitbook.io/squarebox/chat/user-roles-and-permissions.md) - [How Chats Work](https://squarebox-ai.gitbook.io/squarebox/chat/how-chats-work.md) - [Chat search](https://squarebox-ai.gitbook.io/squarebox/chat/chat-search.md) - [Google Sheets Integration](https://squarebox-ai.gitbook.io/squarebox/integrations/google-sheets-integration.md) - [Instagram Direct Messages (DM)](https://squarebox-ai.gitbook.io/squarebox/integrations/instagram-direct-messages-dm.md) - [Webhooks](https://squarebox-ai.gitbook.io/squarebox/integrations/webhooks.md) - [Team Management](https://squarebox-ai.gitbook.io/squarebox/others/team-management.md) - [Plan & Billing](https://squarebox-ai.gitbook.io/squarebox/others/plan-and-billing.md) - [Profile & Business Details](https://squarebox-ai.gitbook.io/squarebox/others/profile-and-business-details.md) - [Notifications](https://squarebox-ai.gitbook.io/squarebox/others/notifications.md) - [Test team](https://squarebox-ai.gitbook.io/squarebox/others/test-team.md) - [Advanced Preferences](https://squarebox-ai.gitbook.io/squarebox/others/advanced-preferences.md) - [Knowledge Base](https://squarebox-ai.gitbook.io/squarebox/others/knowledge-base.md) - [Moving to Normal WhatsApp](https://squarebox-ai.gitbook.io/squarebox/others/moving-to-normal-whatsapp.md): This guide provides the necessary steps to downgrade your WhatsApp Business API number, allowing you to switch the number back for use with the standard WhatsApp or WhatsApp Business App. - [Overview](https://squarebox-ai.gitbook.io/squarebox/automations-and-triggers/overview.md) - [ Auto Messages (Trigger-Based Automations)](https://squarebox-ai.gitbook.io/squarebox/automations-and-triggers/auto-messages-trigger-based-automations.md) - [ Performing Internal Actions](https://squarebox-ai.gitbook.io/squarebox/automations-and-triggers/performing-internal-actions.md) - [ Exit Conditions and Real-Time Use Cases — Education & Real Estate](https://squarebox-ai.gitbook.io/squarebox/automations-and-triggers/exit-conditions-and-real-time-use-cases-education-and-real-estate.md) - [Global Messaging Pricing – Squarebox](https://squarebox-ai.gitbook.io/squarebox/country-wise-pricing/global-messaging-pricing-squarebox.md) ## API DOCS - [API-docs](https://squarebox-ai.gitbook.io/squarebox/untitled/api-docs.md) - [SquareBox External API Documentation](https://squarebox-ai.gitbook.io/squarebox/untitled/api-docs/squarebox-external-api-documentation.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://squarebox-ai.gitbook.io/squarebox/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.